Complete visibility across your entire research operation
Pipeline Management gives research managers a single, real-time view of every report in production — where it stands, who owns it, and where the workflow is under pressure.
Stay on top of the workflow
If you’re relying on spreadsheets, emails and chat you’re missing the complete picture. Delays, bottlenecks and wasted effort are almost inevitable.
Pipeline Management
puts you in complete control.
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A single source of truth for the whole operation
Pipeline Management consolidates your research workflow into a single, real-time interface.
Managers see exactly who is working on what, how far each report has progressed, and where the pipeline needs attention.
A view for every level
Pipeline Management is designed to serve different roles with different needs — analysts, managers and senior management.
ANALYSTS
A clear view of the workload
Analysts have a focused personal interface showing their assigned reports, progress and deadlines — without the high-level detail relevant only to managers.
TEAM MANAGER
Operational control across the team
Managers have a comprehensive view of every report in production — tracking workloads, identifying pressures early and assigning resources on the basis of accurate, current data.
HEAD OF RESEARCH
Strategic visibility at scale
Senior leadership can monitor output across teams, regions and asset classes without operational noise — the high-level view needed to manage a complex research function with confidence.
Pipeline Management is fully integrated with the Eidosmedia Research Platform.
A view for every working mode
Pipeline Management presents the same operational data in the format each user finds most useful — the sequential clarity of a list, the visual flow of a Kanban board or the temporal perspective of a calendar.
See for yourself how Pipeline Management can transform your research operation.
From first idea to publication — tracked at every stage
Each stage of the workflow is structured, visible and accountable — from an analyst's initial placeholder through drafting and review to final publication.
Idea capture and planning
New report ideas are recorded as placeholders within the pipeline, annotated and shared with the team before any writing begins — establishing early alignment on coverage and priorities.
Production tracking
As reports move through drafting, review and finalisation, their status updates in real time. Managers have a continuous, accurate picture of progress — without needing to ask for it.
Deadline and resource visibility
Publication schedules, analyst workloads and delivery risks are visible across the operation — enabling managers to act early on resourcing rather than reactively after the fact.
Clarity and productivity
Every feature in Pipeline Management addresses the real demands of managing report production — from initial idea to publication.
Idea Placeholders
New report ideas are captured as placeholders directly within the pipeline, with annotations and early planning visible to the whole team before substantive work begins.
Color-Coded Statuses
Workflow stages are color-coded so the state of every report is immediately legible — priorities, bottlenecks and progress visible at a glance without opening individual records.
Multi-View Pipeline
The same workflow data presented in the format that suits each user — Kanban board, structured list, or calendar. A unified view of the entire research operation, accessible to everyone.
Report cards
All essential info on a clear, customizable report card. View author, location, ticker, industry and title at a glance.
Customizable Queries and Filters
Reports can be filtered by topic, workflow status, language, analyst, or region — allowing managers and analysts to focus precisely on the segment of the pipeline that is relevant to them.
Inline PDF Previews
Report content is reviewable directly from the sidebar without leaving the pipeline view. There is no need to open separate applications or browser tabs to view a work in progress.
See for yourself how Pipeline Management can transform your research operation.
FAQ: Pipeline Management
What is Pipeline Management?
A real-time workflow platform giving research managers complete visibility over every report in production — who owns it, where it stands, and where the pipeline is under pressure.
How does Pipeline track a report from start to finish?
Every report moves through structured, visible stages — from an initial idea placeholder through drafting, review, and finalisation to publication. Status updates in real time, so managers have an accurate picture of progress without chasing anyone for updates.
What is an idea placeholder, and why does it matter?
An idea placeholder lets analysts log a report concept in the pipeline before writing begins — annotated and shared with the team to establish early alignment on coverage and priorities.
What views are available for navigating the pipeline?
Three formats suit different working styles: a list view for sequential clarity, a Kanban board for visual flow, and a calendar for temporal perspective. The underlying data is always the same.
How do color-coded statuses work?
Each workflow stage has a distinct color, making every report's status immediately legible. Priorities, bottlenecks, and progress are visible at a glance — no need to open individual records.
Can I filter or search within the pipeline?
Yes. Customizable queries and filters let you narrow the view by topic, workflow status, language, analyst, or region — so you can focus on exactly the segment of the pipeline relevant to you.
What information appears on a report card?
Each report card displays author, location, ticker, industry, and title at a glance — surfacing the essential operational information without opening a separate record.
Can I review report content without leaving the pipeline?
Yes. Inline PDF previews let you review content directly from the sidebar — no separate applications or browser tabs required.
How does Pipeline help managers spot resourcing problems early?
Publication schedules, analyst workloads, and delivery risks are visible in real time, enabling managers to act on resourcing proactively — before a deadline is missed.
About Eidosmedia
Eidosmedia is a global supplier of advanced content-management and digital publishing systems. Its products are used by investment banks, asset and wealth managers for the creation and dissemination of investment research.
Customers include four of the world’s top ten investment banks, one of the world’s top three ratings agencies, as well as major private banking and asset management firms.